Ingevity Corp (NGVT) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ingevity Corp (NGVT) following the 2026 Q2 hedge fund 13F filings?

As of today, NGVT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NGVT gained +2.8% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ingevity Corp (NGVT)

296 + Investors. Track Smart Money conviction in NGVT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NGVT

Based on 300 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added NGVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

300 hedge funds hold NGVT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

126 buying153 selling

Last quarter: 153 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new NGVT position: 37 → 54 → 41 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new

186 out of 300 hedge funds have held NGVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+12% value, -4% shares)

Value

+12%

-3%

Last quarter: total value of institutional NGVT holdings rose +12% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~50 new funds/quarter

48 → 37 → 54 → 41 → 50 new funds/Q

New funds entering each quarter: 37 → 54 → 41 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 22% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 22% new

Entry-cohort mix of 302 holders: 211 (70%) are 2+ year veterans, 26 entered 1–2 years ago, and 65 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

52 of 300 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in NGVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	296	294	0.68%
13F Shares	36M	37M	-3.57%
Total Value	$2.45B	$2.18B	12.17%
New Positions	48	40	+8
Increased Positions	75	82	-7
Closed Positions	46	38	+8
Reduced Positions	107	106	+1
Total Calls	1	1	-
Total Puts	1	1	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

296

294

0.68%

13F Shares

36M

37M

-3.57%

Total Value

$2.45B

$2.18B

12.17%

New Positions

Increased Positions

-7

Closed Positions

Reduced Positions

107

106

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

296 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NGVT. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NGVT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Vision One Management Partners, LP	14.38%	535,082	$40.0M
2	Simcoe Capital Management, LLC	12.15%	894,072	$66.8M
3	Harvey Partners, LLC	3.75%	734,307	$54.8M
4	Villanova Investment Management Co LLC	2.53%	35,646	$2.7M
5	Southernsun Asset Management, LLC	2.46%	244,260	$18.2M
6	Rice Hall James & Associates, LLC	1.28%	351,203	$26.2M
7	Dayah Capital LLC	1.21%	48,073	$3.6M
8	Segall Bryant & Hamill, LLC	0.93%	1,054,605	$78.7M
9	Maple Rock Capital Partners Inc.	0.88%	603,303	$45.0M
10	Palisade Capital Management, LP	0.76%	234,516	$17.5M
11	Patten & Patten Inc/Tn	0.58%	147,496	$11.0M
12	Royce & Associates LP	0.57%	940,417	$70.2M
13	Leeward Investments, LLC - MA	0.55%	162,534	$12.1M
14	Isthmus Partners, LLC	0.47%	65,570	$4.9M
15	Moody National Bank Trust Division	0.26%	41,465	$3.1M
16	Trillium Asset Management, LLC	0.21%	92,450	$6.9M
17	Edgestream Partners, L.P.	0.20%	89,373	$6.7M
18	Dark Forest Capital Management LP	0.12%	24,540	$1.8M
19	Brown Advisory Inc	0.11%	974,107	$72.7M
20	State of Wyoming	0.08%	11,034	$824K
21	CenterBook Partners LP	0.08%	22,655	$1.7M
22	Salem Investment Counselors Inc	0.08%	44,722	$3.3M
23	Wedge Capital Management L L P/Nc	0.08%	64,840	$4.8M
24	Quantbot Technologies LP	0.06%	21,400	$1.6M
25	CWA Asset Management Group, LLC	0.06%	25,520	$1.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ingevity Corp (NGVT)

What does the Smart Money Trend signal show for NGVT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NGVT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NGVT?

More sellers than buyers — 45% buying: Last quarter: 153 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NGVT holders?

Elite ownership — 55% AUM from top-100 funds: 52 of 300 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in NGVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NGVT?

62% of holders stayed for 2+ years: 186 out of 300 hedge funds have held NGVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ingevity Corp (NGVT) following the 2026 Q2 hedge fund 13F filings?

As of today, NGVT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NGVT has gained +2.8% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ingevity Corp (NGVT)

Smart Money Signals — NGVT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More sellers than buyers — 45% buying

More new buyers each quarter (+9 vs last Q)

62% of holders stayed for 2+ years

Price up while funds trimmed (+12% value, -4% shares)

Steady discovery — ~50 new funds/quarter

Veteran-anchored — 70% veterans vs 22% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — NGVT

Hedge Fund Ownership: NGVT

Market Analysis: NGVT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NGVT

Is It Too Late to Buy Ingevity Corp (NGVT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NGVT

Statistics: NGVT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ingevity Corp (NGVT)

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